Joseph P. Porter's  Instablog

This is getting a bit embarrassing:

(click to enlarge)

Hewlett-Packard Co. (HPQ) is going wild, and they haven't even paid their first-quarter dividend yet. With a Q1 growth rate of 41.4% you have to believe that the perception, at least, is that Hewlett-Packard is back on track. Given that the two kennels share 5 companies, any difference is going to be due to the companies they don't share, and HP makes up the bulk of that difference.

Of the other Dogs, DuPont (DD), General Electric (GE), AT&T (T) and Verizon (VZ) are all doing well, with GE turning in a commendable 11.39% yield thus far in Q1.

For the Pedigrees, 3M Company (MMM) is giving nice numbers, and Chevron (CVX) is keeping up. Cisco (CSCO) and IBM (IBM) are doing somewhat less well, but still making a go of it. Microsoft (MSFT), on the other hand, seems to be having its problems - lukewarm reception of Windows 8 may be part of that, along with less than Apple-like enthusiasm for their tablet offering.

Disclosure: I am long PFE.